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Episodes
Friday Jun 27, 2025
Friday Jun 27, 2025
Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn’t, in a concentrated US-focused fund.
Recorded on June 24, 2025.
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